Best Investors
Account
Sign in
3025 Harborview Drive, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D'ANnunzio Consulting Group, Llc | Tacoma | WA | 06/2007 | 06/2026 |
| Aerie Advisory Group, Llc | Gig Harbor | WA | 06/2026 | Present |
(1) MEMBER OF PRIVATE LIMITED LIABILITY COMPANIES FORMED TO HOLD FAMILY REAL ESTATE. SHADOW LAKE HOLDINGS, LLC; CONNOR CREEK FOREST MANAGEMENT, LLC; SHADOW LAKE HOLDINGS II LLC; DTA SEATTLE, LLC; TRIANGLE PACIFIC LLC; OLD TOWN BLACK DIAMOND LLC. MAILING ADDRESS 621 PACIFIC AVE SUITE 216 TACOMA WA 98402.TIME COMMITMENT IS AFTER TRADING HOURS AND APPROXIMATES 600 HOURS/YEAR INCLUDING EVENINGS AND WEEKENDS. (2) MEMBER OF CO-STARS GLOBAL RESEARCH LLC WHICH IS A SINGLE MEMBER WASHINGTON LLC FORMED TO PROVIDE INVESTMENT MANAGER RESEARCH. ADDRESS 621 PACIFIC AVE SUITE 216, TACOMA, WA 98402. DUTIES INCLUDE SUPERVISION OF RESEARCH PROCESS, AND ALL MANAGEMENT RESPONSIBILITIES. START DATE 07/2007. APPROXIMATELY 20 HOURS PER MONTH DEVOTED TO THIS BUSINESS AFTER TRADING HOURS. (3) Holly Foss D'Annunzio is the manager of a VRBO short-term rental property, spending a few hours on weekends overseeing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-22 |
Reach out to this advisor